Carson Wealth (CWM LLC)’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.3M | Buy |
416,244
+30,970
| +8% | +$2.18M | 0.07% | 261 |
|
|
2025
Q4 | $26M | Buy |
385,274
+53,482
| +16% | +$3.58M | 0.07% | 245 |
|
|
2025
Q3 | $20.5M | Buy |
331,792
+98,368
| +42% | +$5.4M | 0.06% | 269 |
|
|
2025
Q2 | $11.5M | Buy |
233,424
+25,496
| +12% | +$1.04M | 0.04% | 361 |
|
|
2025
Q1 | $6.82M | Buy |
207,928
+114,266
| +122% | +$3.9M | 0.03% | 438 |
|
|
2024
Q4 | $3.25M | Buy |
93,662
+2,666
| +3% | +$93.3K | 0.01% | 591 |
|
|
2024
Q3 | $2.96M | Sell |
90,996
-430
| -0.5% | -$13.9K | 0.01% | 584 |
|
|
2024
Q2 | $3.08M | Sell |
91,426
-2,626
| -3% | -$82.8K | 0.01% | 530 |
|
|
2024
Q1 | $2.71M | Buy |
94,052
+34,408
| +58% | +$901K | 0.01% | 545 |
|
|
2023
Q4 | $1.48M | Buy |
59,644
+5,692
| +11% | +$126K | 0.01% | 657 |
|
|
2023
Q3 | $1.13M | Buy |
53,952
+1,708
| +3% | +$36.7K | 0.01% | 692 |
|
|
2023
Q2 | $1.11M | Sell |
52,244
-516
| -1% | -$10K | 0.01% | 681 |
|
|
2023
Q1 | $1.08M | Buy |
52,760
+3,952
| +8% | +$78K | 0.01% | 644 |
|
|
2022
Q4 | $929K | Buy |
48,808
+6,184
| +15% | +$117K | 0.01% | 637 |
|
|
2022
Q3 | $713K | Buy |
42,624
+18,376
| +76% | +$334K | 0.01% | 643 |
|
|
2022
Q2 | $390K | Buy |
24,248
+10,500
| +76% | +$183K | ﹤0.01% | 810 |
|
|
2022
Q1 | $259K | Buy |
13,748
+4,004
| +41% | +$77.5K | ﹤0.01% | 939 |
|
|
2021
Q4 | $213K | Buy |
+9,744
| New | +$197K | ﹤0.01% | 1001 |
|
|
2021
Q2 | $102K | Hold |
5,960
| – | – | ﹤0.01% | 1130 |
|
|
2021
Q1 | $102K | Sell |
5,960
-5,960
| -50% | -$96.8K | ﹤0.01% | 1130 |
|
|
2020
Q4 | $102K | Hold |
11,920
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q3 | $102K | Hold |
11,920
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q2 | $102K | Hold |
11,920
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q1 | $102K | Hold |
11,920
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q4 | $102K | Hold |
11,920
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q3 | $102K | Hold |
11,920
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q2 | $102K | Hold |
11,920
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q1 | $102K | Buy |
11,920
+11,432
| +2,343% | +$128K | ﹤0.01% | 1130 |
|
|
2018
Q4 | $5K | Buy |
488
+128
| +36% | +$1.38K | ﹤0.01% | 1510 |
|
|
2018
Q3 | $4K | Hold |
360
| – | – | ﹤0.01% | 1376 |
|
|
2018
Q2 | $4K | Hold |
360
| – | – | ﹤0.01% | 1225 |
|
|
2018
Q1 | $4K | Buy |
+360
| New | +$4.05K | ﹤0.01% | 1030 |
|
|
2017
Q1 | – | Sell |
-1,056
| Closed | -$9K | – | 1163 |
|
|
2016
Q4 | $9K | Hold |
1,056
| – | – | ﹤0.01% | 744 |
|
|
2016
Q3 | $9K | Hold |
1,056
| – | – | ﹤0.01% | 709 |
|
|
2016
Q2 | $8K | Hold |
1,056
| – | – | ﹤0.01% | 572 |
|
|
2016
Q1 | $8K | Sell |
1,056
-256
| -20% | -$1.66K | ﹤0.01% | 549 |
|
|
2015
Q4 | $9K | Buy |
+1,312
| New | +$8.77K | ﹤0.01% | 475 |
|
Other funds holding APH
Carson Wealth (CWM LLC)'s APH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Amphenol (APH) stake by 8% in Q1 2026, buying an estimated $2.18M and bringing the position to 416,244 shares worth $26.3M. The position accounts for 0.07% of the portfolio, ranked #261.
Carson Wealth (CWM LLC) first reported a position in APH in Q4 2015 and has held it in 37 quarters since. 2,134 funds tracked by Wall St. Rank hold APH as of Q1 2026.
- Carson Wealth (CWM LLC) held 416,244 shares of Amphenol worth $26.3M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 30,970 Amphenol shares in Q1 2026, an estimated $2.18M.
- Amphenol made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #261 holding.
- Carson Wealth (CWM LLC) first reported a position in Amphenol in Q4 2015 and has held it in 37 quarters since.
- 2,134 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.